Daniel Gilmore
Leesburg,VA
Summary
Motivated and service-oriented professional with a strong background in customer relations, small business management, and team leadership. Proven ability to manage high-pressure environments, foster client trust, and communicate effectively with diverse groups. Continuing to move forward with a career in banking, striving for either wealth management/financial advisement or commercial lending. Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery. A strong focus on client services or operations, bringing transferable strengths in accountability, detail orientation, and interpersonal communication.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Universal Banker
Potomac Bank
2025.08 - Current
- My branch went from $24,000,000 in transactions to well over $140,000,000 in transactions annually
- Nearly 100% of clients are business clients
- Managed customer transactions, ensuring accuracy and compliance with banking regulations.
- Facilitated account openings and closings, enhancing customer satisfaction through efficient service.
- Developed strong client relationships, providing personalized financial solutions to meet diverse needs.
- Analyzed account activity to identify potential fraud or discrepancies, mitigating risks effectively.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Head Trainer & Youth Athletics Coach
Q Athletics
2022.08 - Current
- - Design and deliver structured programs while managing performance metrics and safety standards.
- - Coordinate scheduling, client communications, and billing for youth and adult clientele.
- - Mentor clients toward goal-setting and accountability, key traits valuable in financial advising and banking support roles.
- Expanded our business foot print by adding two new locations, increasing revenue by 12%
Owner, Head Trainer & CPR Instructor
Lion’s Den Fitness, LLC
2020.01 - Current
- - Increased annual revenue 20.6 times over within second year of operations - 1,966.67% increase
- - This was accomplished through developing business and client relationships, building a loyal client base with great rapport and care
- - Manage business operations, including budgeting, marketing, scheduling, and compliance.
- - Develop strategic plans to retain clients and boost revenue through service expansion and partnership.
- - Deliver educational sessions that require clarity, professionalism, and the ability to communicate complex information.
Server & Bartender
Travinia Italian Kitchen & Wine Bar
2024.07 - 2025.08
- Delivered exceptional customer service in high-volume dining environment, ensuring guest satisfaction and repeat visits.
- - Handle payment transactions, manage tabs, and ensure proper financial reconciliation at shift close.
- - Collaborate with teams to support timely service and maintain high satisfaction ratings from repeat clientele.
- Managed multi-table service efficiently, prioritizing tasks to enhance dining experiences for patrons.
- One of the stronger and more experienced servers
Head Bartender
Zion Springs, LLC
2023.05 - 2024.07
- - Oversaw bar operations for high-end weddings and events, managing multiple teams and coordinating service logistics.
- - Led planning and inventory for events with high-value budgets, maintaining accuracy in ordering and cost controls.
- - Represented the brand and client services with high attention to detail and professionalism.
- Reduced bar expenses by more than 10%
- Increased average tips, breaking company record of more than $600 in tips in one night, making over $1,000 in tips in one night and averaging $600/night in tips.
- Led my team through new, improved, and efficient workflow using a method of pre batching and preparing, reducing workload volume by 30%+.
- Led cocktail menu development, enhancing customer satisfaction via private tastings, ultimately driving higher referral rates.
- Trained and mentored junior bartenders, improving team performance and service quality.
Server
Market Table Bistro, Market Burger, Cocina on Market
2017.10 - 2019.12
- - Cultivated strong guest relationships in fine-dining settings; consistently recognized for outstanding customer service.
- - Gained familiarity with point-of-sale systems, upselling strategies, and workflow coordination.
- - Increased tips based income by over $500/month by learning about wines and high end product and caring about attention to detail as a server, listening to guests to understand their needs and wants to make their dinning experience even better.
Education
Associate of Science - Kinesiology
Northern Virginia Community College
Sterling, VA2018-06
Advanced Studies Diploma - Advanced Studies Program
Woodgrove High School
Purcellville, VA2017-06
N/A - Accounting And Finance And Commercial Lending
ICBA
N/A2026-08
Skills
- Customer and client relationship management
- Business administration and financial oversight
- Team training and supervision
- Conflict resolution and communication
- Workflow efficiency and task prioritization
- Detail orientation and professional presentation
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Transaction processing
- Deposit processing
Certification
- ACE Certified Personal Trainer
- American Red Cross Certified Instructor (CPR/AED, First Aid)
Projects
Q Athletics Studio Gym, Leesburg, VA, - Launched a small-format fitness studio by transforming a retail space into a functional training environment., - Developed operating procedures, managed client intake and billing, and oversaw all marketing and growth strategy.
Timeline
Universal Banker
Potomac Bank
2025.08 - Current
Server & Bartender
Travinia Italian Kitchen & Wine Bar
2024.07 - 2025.08
Head Bartender
Zion Springs, LLC
2023.05 - 2024.07
Head Trainer & Youth Athletics Coach
Q Athletics
2022.08 - Current
Owner, Head Trainer & CPR Instructor
Lion’s Den Fitness, LLC
2020.01 - Current
Server
Market Table Bistro, Market Burger, Cocina on Market
2017.10 - 2019.12
Associate of Science - Kinesiology
Northern Virginia Community College
Advanced Studies Diploma - Advanced Studies Program
Woodgrove High School
N/A - Accounting And Finance And Commercial Lending
ICBA